Investments Unplugged podcast

Check out our insightful, lively podcast (over 23,000 listeners and over 54,000 downloads) for access to ideas from a range of experts who cover current market happenings, as well as investment trends and opportunities.

2023 market outlook—what the signals are telling us

January 20, 2023 | Ep. 80

A new year has arrived. Many investors are breathing a collective sigh of relief that 2022 is done and are looking for indicators of better investment opportunities and returns in 2023. Financial needles point toward shifting economic conditions, but what types of changes will we see?

  • What are we looking at to help determine what the coming year may bring?
  • Will a recession happen? How bad could it be?
  • Where is inflation going? And what will central banks do in response?
  • Does it look like market volatility is settling down?
  • Are equities or fixed income looking more attractive?

Gauging the markets isn’t an exact science. But the more we learn, the more likely we’ll recognize the signs.

Out of the hospital—three opportunities for fixed-income investors

January 4, 2023 | Ep. 79

Cold and flu season struck early and hard in 2022. It has also been a somewhat sick time in the markets this past year. Could 2023 give investors a chance to start easing the sniffles, coughs, aches, and pains of the volatility we’ve experienced? Let’s use our stethoscopes and thermometers to examine three phases of potential opportunity in bonds moving forward:

  • The sweet spot—bond yields
  • Duration is your friend—longer-duration and higher-quality fixed-income instruments
  • Take on risk—when markets have fully priced in a recession

Hot tea with lemon, a warm blanket, and a good investment strategy—just a few things that can make you feel better about your road to recovery.

Lessons learned—a conversation with Dan Janis

December 7, 2022 | Ep. 78

This special episode features a discussion with our soon-retiring colleague and friend, Dan Janis, Co-Head of Global Multi-Sector Fixed Income at Manulife Investment Management. We get insights into Danny’s life, career, and team, and what he’s discovered about being a good advisor and sound money manager.

  • What has Dan learned about managing investments during his professional career?
  • Is there something Dan wishes he could tell his 10-year-old self, given the opportunity?
  • Which key skills should an advisor develop?
  • What’s the best thing advisors can do for their clients?

Retirement isn’t the end of the road, it’s the beginning of the open highway.


About our hosts

Kevin Headland, CIM

Co-Chief Investment Strategist, Manulife Investment Management

As Co-Chief Investment Strategist, Kevin has a range of responsibilities, from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investment Management, and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies and asset allocation weightings.

Education: Bachelor of Commerce, Finance Major, Concordia University

Joined company: 2002

Began career: 2000

Macan Nia, CFA

Co-Chief Investment Strategist, Manulife Investment Management

As Co-Chief Investment Strategist, Macan has a range of responsibilities, from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investment Management, and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies and asset allocation weightings.

Education: Honors Business Administration, Richard Ivey School of Business, University of Western Ontario

Joined company: 2008

Began career: 2011

The opinions expressed are those of Manulife Investment Management as of the date of this publication, and are subject to change based on market and other conditions. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be reliable but Manulife Investment Management does not make any representation as to their accuracy, correctness, usefulness or completeness and does not accept liability for any loss arising from the use hereof or the information and/or analysis contained herein. Manulife Investment Management disclaims any responsibility to update such information. Neither Manulife Investment Management or its affiliates, nor any of their directors, officers or employees shall assume any liability or responsibility for any direct or indirect loss or damage or any other consequence of any person acting or not acting in reliance on the information contained herein.

All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Neither Manulife, Manulife Investment Management Limited, Manulife Investment Management, nor any of their affiliates or representatives is providing tax, investment or legal advice. Past performance does not guarantee future results. This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of Manulife Investment Management to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by Manulife Investment Management. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Unless otherwise specified, all data is sourced from Manulife Investment Management.

Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.